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Optimize your quoting process with a platform purpose-built for enterprise services organizations.
Transform the way you sell services
Guided Quoting
Quote and scope the best project. Guide sales reps through the project scoping and planning phase using a new collaborative process that enhances margins, revenue, and compliance.
Collaboration and Approvals
Unite sales and services delivery teams. Assign line items to the appropriate SMEs and approve the best deals for your organization.
Quantitative Scenario Modeling
Quickly identify the best services combination. Compare scenarios to determine the best revenue and impact on margin.
Advanced Pricing Capabilities
Protect margins while leveraging different pricing strategies. Negotiate deals for multi-year, multi-services, and complex global services with advanced pricing capabilities and accurate pricing insights.
Document Generation
Eliminate revisions from multiple teams. Quickly generate documents that pull in project scope, effort, resources, and schedule information.
Dashboard & Reporting
Customize dashboards to view services quotes by project, level, or resource mix and create reports for approved and customer-presented scenarios.
Services quoting: a solution built for services organizations
- Manually building and managing spreadsheets hosted on individual hard drives
- Using tools designed to configure, price, and quote (CPQ) product orders
- Cobbling in-house solutions with additional services technology
Yet they still grapple with sales cycles prone to errors, collaboration issues, and a limited ability to make necessary adjustments. Why? Because spreadsheets and product CPQ solutions do not map to the unique needs of services organizations. Services organizations deserve to sell using a quoting solution designed to tackle the size and complexity of services quotes.
Services quoting just got easier.
Professional services
Consulting services
Asset-based services
Seeing is believing
Let us show you how it’s done.
Complex service quotes? No problem.
Access materials that illustrate the need for a unique solution for services quoting.